+248.6%
HD vs VOO
+309.6%
-61.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | +1.5% | +2.6% | -1.1% | -0.9% |
| 30D | +18.0% | -2.0% | +20.0% | +20.0% |
| 3M | +2.8% | -2.8% | +5.6% | +5.3% |
| 6M | +17.0% | +2.2% | +14.8% | +14.1% |
| YTD | +3.5% | +11.5% | -8.0% | -7.1% |
| 1Y | -2.6% | +13.5% | -16.1% | -14.1% |
| 3Y | +30.7% | +78.1% | -47.4% | -26.9% |
| 5Y | +6.2% | +73.1% | -66.9% | -39.0% |
| All | +248.6% | +309.6% | -61.1% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling